Ipsen Advisor Group’s Coca-Cola KO Stock Holding History

Ipsen Advisor Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	2,729 +5	+0.2%	+$395	0.14%	100
2026 Q1	$207K	Sell	2,724 -371	-12%	-$28K	0.15%	100
2025 Q4	$216K	Buy	3,095 +14	+0.5%	+$976	0.15%	99
2025 Q3	$204K	Buy	3,081 +6	+0.2%	+$413	0.15%	100
2025 Q2	$218K	Sell	3,075 -110	-3%	-$7.84K	0.17%	95
2025 Q1	$228K	Sell	3,185 -103	-3%	-$6.88K	0.2%	87
2024 Q4	$205K	Buy	+3,288	New	+$215K	0.17%	93
2022 Q4	$246K	Buy	+3,861	New	+$233K	0.28%	89

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ipsen Advisor Group's KO Position: Q2 2026 in Review

Ipsen Advisor Group increased its Coca-Cola (KO) stake by 0.18% in Q2 2026, buying an estimated $395 and bringing the position to 2,729 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #100.

Ipsen Advisor Group first reported a position in KO in Q4 2022 and has held it in 8 quarters since. The position peaked at $246K in Q4 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ipsen Advisor Group held 2,729 shares of Coca-Cola worth $222K as of Q2 2026.
Ipsen Advisor Group bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
Coca-Cola made up 0.14% of Ipsen Advisor Group's portfolio in Q2 2026, its #100 holding.
Ipsen Advisor Group first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Coca-Cola position peaked at $246K in Q4 2022.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.